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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,969 | $56,894+8.9% | $84,753-26.9% | $62,881-1.5% |
| Participation rate | 71.2% | 68.5%+2.7pp | 76.6%-5.4pp | 69.3%+1.9pp |
| Annual return | 7.97% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $476 | $2,400-80.2% | $3,574-86.7% | $2,281-79.2% |
| Participant deferral / active EE | $2,720 | $2,709+0.4% | $3,712-26.7% | $3,203-15.1% |
| Admin fee / account holder | $2,221 | $3,581-38.0% | $5,333-58.3% | $4,296-48.3% |